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Wealth Advisor/advisor Transition Specialist · Xcelsior Advisor Partners LLC

Matthew Toelke

CRD 6422500 · Named on Form ADV at one SEC-registered adviser

At a glance

Xcelsior Advisor Partners LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $2.5 billion in regulatory assets, lists Matthew Toelke on its Form ADV as Wealth Advisor/advisor Transition Specialist.

Firms and roles

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Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.